Weber Gallagher Simpson Stapleton Fires & Newby, Llp Ret — Form 5500 plan (Weber Gallagher Simpson Stapleto)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Weber Gallagher Simpson Stapleton Fires & Newby, Llp Ret is a benefit plan reported by Weber Gallagher Simpson Stapleto under EIN 23-2668892 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $30,581,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weber Gallagher Simpson Stapleto
- EIN
- 23-2668892
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $30,581,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241015143433NAL0014855267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,581,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,581,459
- Net assets (BOY)
- $35,066,637
Income & contributions
- Participant contributions
- $1,791,736
- Total contributions
- $2,435,144
- Total income / additions
- $7,566,197
Expenses & distributions
- Benefits paid
- $11,841,288
- Administrative expenses
- $210,087
- Total expenses
- $12,051,375
- Net increase / (decrease)
- -$4,485,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Paragon Alliance Group,LLC | ACCOUNTANT | $6,530 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $800 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $62 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weber Gallagher Simpson Stapleto
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- The Paragon Alliance Group,LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation